EWM
Elite Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
4,252
-85
| -2% | -$25.1K | 0.41% | 17 |
|
|
2025
Q1 | $1.08M | Buy |
+4,337
| New | +$1.08M | 0.14% | 21 |
|
|
2016
Q3 | $7K | Buy |
+43
| New | +$7K | 0.01% | 117 |
|
|
2014
Q4 | – | Sell |
-2,573
| Closed | -$488K | – | 246 |
|
|
2014
Q3 | $488K | Sell |
2,573
-7,019
| -73% | -$1.33M | 0.44% | 51 |
|
|
2014
Q2 | $1.74M | Sell |
9,592
-2,296
| -19% | -$416K | 1.73% | 7 |
|
|
2014
Q1 | $2.29M | Buy |
11,888
+4,763
| +67% | +$917K | 1.85% | 8 |
|
|
2013
Q4 | $1.34M | Buy |
7,125
+4,263
| +149% | +$799K | 0.98% | 24 |
|
|
2013
Q3 | $530K | Sell |
2,862
-1,711
| -37% | -$317K | 0.47% | 48 |
|
|
2013
Q2 | $874K | Buy |
+4,573
| New | +$874K | 1.29% | 13 |
|